The relentless pace of technological disruption shows no signs of abating.  The latest major disruptor is 3D printing, which looks set to revolutionise the way we make almost everything – from cars to houses, and even human body parts. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

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There are usually several opportunities for institutional investors to meet with any Australian company’s management during conferences or as they do the rounds following their results. Continue…

by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.

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Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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Since peaking in March 2015, the share prices of our major banks have been plummeting. I fear there is more bad news ahead with the markets beginning to catch up with factors that will limit the banks’ ability to grow their mortgage books as quickly as they have in recent years. Continue…

by Roger Montgomery Posted in Financial Services.

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Roger joined Ticky Fullerton on Sky Business to discuss Telstra. With the investor day shortly approaching will the dividend be cut even further?

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by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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Forget the Royal Commission. An even greater threat to Aussie banks lies just over the horizon in the form of new high-tech competitors that can price financial products at levels that our banks find impossible to match. Continue…

by Stuart Jackson Posted in Financial Services.

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